Latin American Tax

What Latin American Tax does

Latin American Tax is a private accounting and tax services firm headquartered in Raleigh, North Carolina, founded in 2005 by Carlos Lopez, a chemical engineer with an MBA in Finance. The firm delivers tax preparation, payroll, bookkeeping, IRS audit representation, business registration advisory, notary public, and electronic filing services, operating from one permanent office in Raleigh and three seasonal offices in Lumberton, St Pauls, and Siler City. Its differentiated positioning centers on serving the Hispanic and Latino community in North Carolina through bilingual Spanish-English, in-person consultations delivered by a small team that includes tax preparers and credentialed accountants with 10-20+ years of experience.

The company's revenue is generated through professional service fees tied to each filing and engagement, with pricing set on a quote basis after a free initial consultation. Beyond E-File connectivity to the IRS for electronic submission, there is no proprietary technology platform; the technical footprint is limited to a standard Wix-based website, Facebook, and YouTube channels, plus the registered LATTAX brand identity. Distribution is exclusively direct via physical offices and appointment-based consultations, supported by community-event presence, referrals within the Hispanic community, and earned coverage on Univision North Carolina.

The firm operates as a bootstrapped, founder-led micro-practice with 1-10 employees, four offices (one permanent, three seasonal), and professional associations with the Hispanic Chamber of Commerce, NAPT, and NAEA. There is no external investment, M&A activity, or disclosed revenue. Geographic concentration in North Carolina and demographic concentration in the Hispanic/Latino community define both the strategic focus and the principal concentration risk.

Name

Latin American Tax

Legal name

Latin American Tax INC

Website

https://latinamericantax.com

Company type

Private

Founded year

2005

Operating status

Operating

Headcount range

1–10 employees

Short description

Latin American Tax is a private, founder-led accounting firm in Raleigh, North Carolina, offering bilingual tax preparation, payroll, bookkeeping, audit representation, business registration, and notary services to Hispanic individuals and small businesses across North Carolina via one permanent and three seasonal offices.

Ownership category

akta.pro rank

Product category

Tax Preparation & Accounting Services

NAICS

Tax Preparation Services (541213), Accounting, Tax Preparation, Bookkeeping, and Payroll Services (5412), Offices of Certified Public Accountants (541211)

SIC

Services-Computer Programming, Data Processing, Etc. (7370)

akta.pro industry

PRIMARYBPAIADAC

Tax Return Filing, Processing & Assessment

Business & Public Services/Public Sector & Government Administration/Tax, Revenue & Customs Administration

SECONDARYBPAIADAO

Revenue Systems, E-Filing & Digital Tax Administration

Business & Public Services/Public Sector & Government Administration/Tax, Revenue & Customs Administration

SECONDARYBPAIABAD

State/Provincial Taxation & Revenue Administration

Business & Public Services/Public Sector & Government Administration/State/Provincial & Regional Government Administration

Keywords

• Tax preparation services
• Payroll bookkeeping services
• Bilingual tax services
• Business registration advisory
• Notary public services

Headquarters

HQ city

Raleigh

HQ country

United States

HQ region

North America

Offices4 records

Markets served

GTM type

B2B and B2C

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Technology or R&D, Infrastructure

Revenue model

1. Tax Preparation Services: Fees for preparing personal income tax returns (Forms 1040, 1040Z, 1040A) and business tax returns (1120, 1120S, LLC forms, 1099s). Revenue generated through service fees for each tax filing.
2. Payroll and Bookkeeping Services: Ongoing accounting, bookkeeping, and payroll processing services for businesses. Revenue generated through recurring service fees.
3. Notary Services: Notary public services for official document authentication in North Carolina.
4. ITIN/Tax ID Processing: Assistance with obtaining ITIN (Individual Taxpayer Identification Number) and Tax ID for clients.
5. Business Registration Advisory: Consulting and advisory services for registering businesses (LLC, Corporation, S Corporation, Partnership).

Pricing tiers

Go-to-market motion1 record

Distribution channels1 record

Marketing channels5 records

Core offering

Latin American Tax is a bilingual (English/Spanish) tax preparation and accounting firm that prepares personal and business income tax returns (Forms 1040, 1040Z, 1040A, 1040X, 1120, 1120S, LLC, 1099), processes payroll and bookkeeping, assists with ITIN/Tax ID applications, advises on business registration (LLC, S Corp, C Corp, Partnership), provides notary public services, and represents clients in IRS audits. Services are delivered through in-person consultations at four North Carolina offices serving the Hispanic/Latino community.

Product overview

Latin American Tax is a service-based tax preparation and accounting firm offering a unified portfolio of professional services for individuals and businesses. The core offerings include personal and commercial income tax preparation (Income Tax Preparation), payroll and bookkeeping (Payroll Book Keeping), business registration and formation advisory (Business Registration Services), notary public services, IRS audit representation, and electronic filing (E-File Services). The company primarily serves the Hispanic community in North Carolina through multiple office locations, providing bilingual Spanish-English services.

Differentiator

Problem solved

Functional benefit

Products and services

• Income Tax Preparation Preparation of personal and commercial income tax returns including Forms 1040, 1040Z, 1040A, and 1040X amendments, plus ITIN/Tax ID processing, renewals, and tax credit assistance. Serves Hispanic/Latino individuals and small business owners across North Carolina.
• Payroll and Bookkeeping Services Recurring payroll processing and bookkeeping for small businesses, including transaction recording, income/expense tracking, tax reporting, and IRS compliance support. Targeted at Hispanic/Latino small business owners in North Carolina.
• Business Registration Services Advisory services for forming and registering businesses as LLC, S Corporation, C Corporation, Partnership, or Sole Proprietor, including entity selection guidance and registration support. For Hispanic/Latino entrepreneurs starting or formalizing businesses in North Carolina.
• Notary Public Services Official notarization services in North Carolina including document signing, powers of attorney, bills of sale, and certification services. Available to individuals and small business owners in the Hispanic/Latino community.
• Audit Representation IRS audit defense services including documentation review, response preparation, and representation in federal and state audits. Serves individual and business clients facing IRS notices, letters, or audits.
• E-File Services Electronic tax filing service enabling fast, secure submission of tax returns to the IRS with electronic receipt confirmation for faster refunds. Provided as part of the firm's tax preparation engagements.

Quantifiable outcome

• 99% client satisfaction rate
• +1 more outcomes

Named customers1 record

Segments3 records

Ideal customer profiles3 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Feature2 records

Partnerships

Four partnerships are on record, tiered minor.

• Hispanic Chamber of CommerceminorOthersProfessional affiliation with the Hispanic Chamber of Commerce, a regional organization supporting Hispanic businesses in North Carolina.
• NAPT (National Association of Professional Tax Preparers)minorOthersAffiliation with national association for professional tax preparers.
• NAEA (National Association of Enrolled Agents)minorOthersAffiliation with national association of enrolled agents who are federally licensed tax professionals.
• LATAX PROSminorOthersAffiliated network of tax professionals and enrolled agents.

Scale indicators4 records

Recent moves7 records

Expansion highlights4 records

Broad incumbents

• TurboTax / Intuit: Dominant DIY tax software product with a Spanish-language version, plus a paid "Live" tier that connects users to bilingual CPAs and enrolled agents. Comparable to Latin American Tax as a direct alternative channel for the same Hispanic filers who would otherwise pay an in-person preparer.
• Liberty Tax: National tax preparation franchise with a heavy retail/seasonal office footprint offering personal and small business filings. Comparable to Latin American Tax through the storefront tax-prep model targeting working-class and immigrant populations, though Liberty Tax competes primarily on national brand rather than bilingual community outreach.
• H&R Block: National tax preparation chain with thousands of retail offices offering personal and business tax filing plus audit support. Comparable to Latin American Tax via overlapping personal/business tax prep service lines, though H&R Block serves a broad market rather than the Hispanic-focused bilingual niche.
• TaxAct: Online DIY tax preparation platform owned by TaxAct that targets cost-conscious individual filers. Comparable to Latin American Tax as an alternative DIY channel that competes for the same Hispanic taxpayer segment on price, though it lacks bilingual concierge or in-person support.
• Jackson Hewitt Tax Service: Large national tax preparation franchise with seasonal in-person offices focused on individual and small business returns. Comparable to Latin American Tax via the seasonal office model and SMB tax/payroll positioning, though at much larger scale and broader demographic focus.

Direct peers

• Hispanic Tax & Financial Services: A bilingual tax and accounting firm serving the Hispanic community with tax prep, ITIN, payroll, and business services in the U.S. Closely comparable to Latin American Tax in both customer segment (Hispanic individuals and SMBs) and core service mix (1040 prep, ITIN, business filings, bookkeeping).
• Community Tax: U.S. tax resolution and preparation firm with bilingual services targeting Hispanic and immigrant communities, including ITIN and audit representation. Closely comparable to Latin American Tax on bilingual tax prep and ITIN support, though Community Tax's primary positioning is more weighted toward tax resolution/relief than general preparation.

Regional players

• SIEVERT & LANG CPAs: Midwest-based CPA firm with Spanish-language tax prep and bookkeeping services, including ITIN filings. Comparable to Latin American Tax through the bilingual, Hispanic-niche tax and accounting service offering, though operating in a different U.S. region (Minnesota vs. North Carolina).
• Caja Popular (Mexican cooperative financial services): Hispanic-focused community financial services organization offering member financial services including tax-related support and remittances. Comparable to Latin American Tax in serving the Hispanic community with culturally specific financial support, though primarily operating in Mexico/sending markets rather than U.S. filer services.

Others

• Small Business Administration (SBA) resource partners / SCORE bilingual mentors: SCORE and similar SBA-affiliated networks provide free bilingual mentoring and business registration assistance to Hispanic entrepreneurs. Comparable as an alternative or complementary channel for Hispanic SMBs seeking business formation and bookkeeping guidance rather than a paid tax-prep service.

Market position

Strengths4 records

Weaknesses5 records

Competitive moat4 records

Key risks6 records

Key highlights7 records

Customer concentration

• YouTubeyoutube.com/@latinamericantaxnc
• Facebookfacebook.com/latinamericantaxnc
• LinkedInlinkedin.com/company/latin-american-tax

Revenue estimate

Valuation estimate

Number of profiles

Profiles7 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Latin American Tax